ManufacturingThe CRM for industrial sales, from the plant to after-sales
In industrial B2B sales the customer is never a single row: it’s a group with headquarters, branches, distribution centers and plants, and each plant buys, receives and operates equipment on its own. SellioCRM Manufacturing treats the plant as the atom of the relationship, maps the buying committee, configures products with a native CPQ built on declarative rules, and delivers the order to your ERP through an idempotent handoff, SAP first. After the sale, the installed base, warranties, RMAs, parts and service contracts turn after-sales into recurring revenue. It’s almost a purpose-built CRM for industry, with an honest boundary: it mirrors your ERP, MES and PLM instead of trying to replace them.
The plant is the atom
An account tree with group, headquarters, branch, plant and distribution center, with consolidated rollups. Contracts, orders, assets and forecasts hang off the right plant, not a generic account.
Native CPQ, not bolted on
A declarative configurator with versioned options and rules stored as data. A valid configuration explodes the BOM and prices itself; an invalid one never becomes a quote.
Mirrors the ERP, delivers the order
Availability and operational figures arrive mirrored with an as-of date and source system. Orders reach the ERP through an idempotent, reconciled handoff, with SAP as the first connector on a neutral adapter.
After-sales that earns revenue
Installed base by serial number, warranties and claims, RMAs with a state machine, compatible parts and service contracts with recurring revenue and renewals.
Everything inside
Real product modules, ready on day one. No empty promise: every item below exists and operates today.
Accounts, plants and buying committees
The real map of an industrial customer: the full corporate structure and the people who decide at each account.
- Account tree: corporate group, headquarters, branch, plant, distribution center
- Consolidated rollup per branch of the tree
- Buying committee with roles and coverage per account
- Lost-champion alert before the deal goes cold
- Distributor and rep linked to the account
Technical catalog and documents
Products, families and variants with versioned technical documentation right next to them.
- Products, families and variants organized for technical selling
- Versioned documents: the new version supersedes the old one
- Validity dates and expiring-document alerts
- Full-text search across catalog documents
CPQ configurator
Configure-to-order as a differentiator: declarative, versioned options and rules, no code and no side spreadsheet.
- Configuration options and rules versioned as data
- Real-time validation: errors block, warnings guide
- A valid configuration explodes the multilevel BOM and computes the price
- An invalid configuration is recorded but never becomes a quote
- Every configuration stamps the rules version it used
Pricing, approvals and quotes
Pricing with clear rules and quotes that never change after they’re issued.
- Price lists and volume rules, with no discounts stacking by accident
- Price floor and maximum discount route to an approval chain
- Margin visible only to people with the cost role
- Versioned quotes: each line freezes price and total at issue time
- A revision creates a new version and supersedes the old one, with full history
Supply agreements and forecast
The volume commitment and the forecast, side by side with actuals.
- Sales agreements by product, plant and period: planned versus actual
- Deviation computed with rollups and off-track accounts flagged
- Multi-source forecast: run rate, projects, collaborative, manual adjustment
- Manual adjustments require a note: an auditable forecast, not a hunch
- Forecast accuracy and bias measured per source
Orders, ATP and ERP handoff
The order is born validated in the CRM and reaches the ERP exactly once, with proof.
- Availability (ATP) mirrored from the ERP/WMS with as-of date and source
- Availability statuses: available, low, backorder, stockout, with alerts
- Order validation with typed blockers before submission
- Idempotent handoff: the same order never enters the ERP twice
- Append-only sync log and reconciliation of divergences
- SAP first, on a neutral adapter ready for other ERPs
Installed base and after-sales
Every unit in the field with its serial number, original configuration and the revenue it generates.
- Installed asset by serial number with its original configuration
- Asset event history in an immutable ledger
- Warranties and claims with eligibility and supplier recovery
- RMA state machine: requested, approved, received, inspected, resolved
- Parts compatibility matrix and reorder candidates from consumption
- Service contracts with monthly value, renewal and next visit
Quality, CAPA and compliance
Recurring failures become preventive action, and sensitive exports get a real gate.
- Quality issues by severity, status and origin, with resolution time
- CAPA candidates detected from recurring warranty failures
- Opt-in export compliance: country-neutral control lists
- Screening allows, blocks or requests review; a block holds the order
- Overrides only by authorized people, with justification and an immutable record
Governance built in
Industry rules enforced in the engine, not in a slide deck.
Real approval chains
Price floor, maximum discount, minimum margin and credit route to the approval engine with a queue, a decision and a trail. Exceptions exist, but they pass through someone allowed to grant them.
Cost and margin are restricted
Cost and margin live in restricted data classes. Without the right role, the number is simply never shown, not even in a report.
An issued quote is immutable
Quote lines freeze price and total at issue time. A pricing rule changed later never alters a quote already sent; revising means creating a new version with history.
An honest boundary with the ERP
SellioCRM doesn’t invoice, doesn’t issue fiscal documents and doesn’t schedule production. Every mirrored figure carries an as-of date and source system, and the ERP handoff is idempotent and reconciled.
Plus the whole SellioCRM
The vertical adds to the complete platform, in the same system and with no extra subscriptions.
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Learn more →Bring your entire industrial sale into a CRM that speaks your language
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